Some links 2/2024 | value and opportunity

A couple of links 2/2024

Other year-end letters:
East 72 Dynasty Trust (EL Financial, PSH)
British dividend investor

Carsten from Augustusville with a great write-up on Delekan American energy downstream player

A subgroup of One-foot Bars has a very nice article about Champagne house Laurent Perrier

I can’t say this often enough: Teacher. Damodaran is offering the upcoming Valuation class at Columbia for free. There is no better solution in financial education, guaranteed.

Twitter thread by Dalius with 10 recommended investment blogs

12 pretty good lessons from the stock market in 2023

PE fund investors they really want their money back

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